5. Speak Directly To Staff

Put your customers in contact with your teammates.

1. Select the Scenario: Incoming Messages

The welcome message will have a total of 9 options. Options 1-8 are for them to choose their industry. Option 9 is for them to choose to speak with a staff/product specialist.

2. Define the Conditions:

List is SF Bot EN 1 Everyone who responds to the first message will be added to the list SF Bot EN 1

Keywords contain 9 – Option number 9 is when the customer opts to speak to a staff directly

Contact Owner is Unknown – This Chatbot is mainly for new customers, so they must be unassigned

3. Set the Actions:

Send Message – Notify customer that we will get in touch soon

Send Message – Call to action: Book a demo

Remove from List – SF Bot EN 1 (List 1)

Add to List – SF Bot EN 4 (Completed) (List 4)

Assign to Specific Staff – Assign the contact to a teammate so they can be in touch

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